Financial Planning

  • Will I have enough money when I retire?
  • What should I budget for expenses?
  • Do I have a prudent asset allocation?
  • Am I making the most of tax advantaged investment strategies?
  • Will my loved ones be cared for financially when I’m gone?

These are questions NBW Capital can help you answer. Utilizing personal conversations and detailed financial modeling we can better understand a client’s goals, and can provide a clear picture of a financial future that includes multiple market scenarios. We can also assist in understanding the impact of major financial decisions, such as buying a new house, retiring early or funding education for children and grandchildren. Most importantly, we want to make sure that loved ones are cared for in the manner intended.